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ITR Leading Women in Tax Forum 2019 - February 26, Convene, New York


Agenda


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8:30 Registration and continental breakfast networking

9:00 Opening remarks
Anjana Haines
, managing editor, International Tax Review

9:05 US Tax Reform and its effect on international tax

  • How to mitigate the impacts of GILTI, BEAT, FDII
  • Subpart F – Foreign Base Company Income – implications of the changes
  • Calculating the BEAT

Ora Grinberg, tax associate, Fenwick & West (moderator)
Julia Ushakova-Stein, partner, Fenwick & West
Melissa Hall,
SVP, global head of tax, Assurant 


9:55 Developing your leadership style

  • Finding the leadership style that fits you
  • What is your personal brand and how to market it
  • Championing other women and men

Mahesh Varia, tax partner and head of incentives and remuneration, Travers Smith (moderator)
Elizabeth Khalevich, director, finance, TD Securities USA
Judy Kwok,
VP and tax counsel, GE Energy Financial Services
Kathleen Russ,
tax partner, Travers Smith


10:45 Networking coffee break

Room A 
11:05 Impact of tax reform on M&A, restructurings and spin-offs

  • What has changed and what hasn't
  • Tax reform's impact on M&A and post-acquisition restructuring
  • Evolution of private letter rulings
  • Tax pitfalls: internal restructurings/international considerations

Jennifer Sabin, associate, Skadden Arps Slate Meagher & Flom (moderator)
Anne Birge, associate tax counsel, Johnson & Johnson
Amanda Gabai,
director, tax advisory group, Deutsche Bank
Kathleen Penny,
partner, Blake Cassels & Graydon
Agnieszka Samoc
, VP tax counsel , Danaher

Room B
11:05 Alternatives to resolving large, complicated, corporate tax disputes

  • Use of Dispute Resolution and Mutual Agreement Procedures (MAP)
  • Advance Pricing Agreements (APA) and the potential advantages of International Compliance
  • Assurance Programme (ICAP)
  • Offshore Voluntary Disclosure Programme and other amnesty programs
  • Correcting for past non-compliance

Grace Perez-Navarro,  deputy director - Centre for Tax Policy and Administration, OECD
Daniella Zagari
, partner, Machado Meyer Advogados (moderator)
Elizabeth Stevens, associate, Caplin & Drysdale

11:55 Taxation of the digital economy

  • Conflicting perspectives on tax rights for citizens who contribute to the profits of digital companies
  • EU - Fair and Effective Taxation of the Digital Economy proposal for 2020
  • OECD interim report - more friendly to digital companies
  • Unilateral measures-managing the conflicting rules effectively

Margriet Lukkien, tax partner, Loyens & Loeff (moderator)
Liz Chien, global tax director, Ripple Labs
Olivia Long, head of knowledge management, Matheson

12:45 Networking luncheon

1:35 Managing the in-house tax department

  • Managing increased compliance workloads with limited resources
  • Collaborating with HR on recruiting, retention, and on-boarding the “right” staff
  • Working effectively with law firm, outside consultants and advisors
  • Developing data scientists into tax experts with critical thinking skills
  • Technology and AI tax platforms for the tax department of the future

Stephanie Patel, tax partner, Deloitte Tax (moderator)
Dasantila Maksutaj, director of tax, Panasonic Corporation of North America
Beth Mueller, tax analytics partner , Deloitte Tax 
Kristie Viggiano
, VP, corporate tax, BNY Mellon

2:25 Multistate tax issues

  • State implications of federal tax amendments to align with international provisions
  • Internet sales and use tax post-Wayfair
  • State corporate income tax and sales tax

Ana Paula Lui, partner, Mattos Filho (moderator)
Starling Marshall, special counsel, Covington & Burling
Sarah Sheldon, AVP, assistant tax counsel, Metlife


3:15 Networking coffee break

Room A
3:35 Transfer pricing as it relates to reporting and documentation

  • Current developments in the US and Canadian Tax Court
  • Country-by-Country Reporting (CbCR)
  • Other TP concerns

Jenny  Mboutsiadis, partner, Fasken Martineau DuMoulin (moderator)
Maryanne Bifulco, VP, transfer pricing counsel, PepsiCo, Inc.
Lucia Fedina, transfer pricing director, CBRE

Room B
3:35 Foreign Tax Credit following TCJA

  • Sec. 904 limitation on the foreign tax credit now that corporate tax rate reduced to 21%
  • IRS guidance regarding GILTI
  • International tax treaties
  • The Brazilian mutual agreement procedure (MAP) - recent developments and OECD entry strategies


Marjorie Margolies, tax controversy attorney, Mayer Brown
Elizabeth Anroman, director, international tax reporting and compliance, Johnson & Johnson  
Ana Luiza Martins, partner, Tauil & Chequer Advogados in association with Mayer Brown 
 

4:25 Career development best practices

  • Managing the challenges regarding equality in the workplace
  • Mentoring, sponsorship, networking, and building relationships
  • Work-life balance
  • Community involvement, Corporate Philanthropy, Volunteer Work

Lisa Butler, Chief Financial Officer, Vertex (moderator)
Jeanne Hill, senior manager indirect tax, EY
Miriam Klein, managing director of tax, Centerbridge Partners 
Bernadette Pinamont,
VP of tax research, Vertex

5:15 Networking cocktail reception

6:00 Forum adjourns

  We will be applying for CPE credits for New York State after the Forum concludes. You can earn up to 8 credits in Tax. Any questions, please contact Anne de Franca: anne.defranca@euromoneyplc.com

GOLD SPONSORS



       
  Travers Smith

SILVER SPONSORS



 
   
     


IN ASSOCIATION WITH




International Correspondents